200 International Drive
Williamsville, New York 14221
Phone 716.634.8800
Dopkins Wealth Management_About_us_home | Dopkins Wealth Management_services | DWM Contact Us
:: The Dopkins Difference
Fee-only - Dopkins is a fee-only investment advisor. Investment vehicle providers do not offer commissions to us, so our interests are firmly aligned with yours.

Approach - You gain understanding and access to an investment approach based on Nobel Prize-winning research conducted by leaders within the financial academic community. Our advisors are in direct contact with many of these highly respected academics, who continue to contribute to the field of financial economics and who help shape the direction of our approach. 

Investment vehicles - Many of the investment vehicles recommended for implementing our approach are available only to institutional-level investors or via a qualified investment advisor such as Dopkins.

Support services - The Dopkins Family of  Services includes a wide array of additional services all focused on helping you achieve your financial objectives.

People - All of us at Dopkins share a demonstrated commitment to creating an atmosphere that reflects the highest levels of integrity. You have access to a collection of skills and backgrounds that complement our investment advisory services. Become acquainted with the Dopkins team.
:: Our Clients' Opinions Count

To help us serve you better, we invite you to participate in a confidential survey on our ability to meet your investment goals.  Your feedback will help us evaluate our products and services and provide a basis for improvement in the future. 

We estimate that this survey should take about ten minutes to complete. You can complete the survey online at this link

Please contact Lynn Jackson with any questions.

 

About Dopkins Wealth Management, LLC

Our Mission

Dopkins Wealth Management, LLC provides a disciplined, academically based investment experience tailored to address each client's distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and company-wide integrity, we serve as a fee-only registered investment advisor to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans. We pursue this commitment for the purpose of developing long-term, trusted relationships with each of our clients.

History

We were founded in 1999 by the partner group of Dopkins & Company, LLP, when many of their clients were turning to them for assistance in building robust, sensible financial portfolios.

After extensive exploration, our founders committed to a passive approach using quality financial vehicles designed to meet long-term investment objectives. The objective, however, was not simply to find a strategy and a means to implement it, but also to help investors articulate their individual financial goals and help them implement and maintain an investment strategy to meet those goals.

Although we have grown significantly, Dopkins demonstrates this commitment by offering clients outstanding service, sophisticated, knowledgeable advice aided by technological solutions and special attention to ethical business practices that define our culture.

The Dopkins Team

Our Investment Philosophy

Become a Client

Frequently Asked Questions

Expand Your Knowledge

For more information regarding Dopkins Wealth Management, LLC, please contact Brian G. Cannon

Achieving Results ... People to People